ELCV — Strategy Shs Institutional Holders · Q3 2026
Who owns Strategy Shs (ELCV)? 5 institutions reported holding $2.21M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($1.5M), Plan A Wealth LLC ($231,114), Farther Finance Advisors, LLC ($216,371).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $1.5M | 48,143 | Added |
| 2 | Plan A Wealth LLC | $231,114 | 7,625 | Added |
| 3 | Farther Finance Advisors, LLC | $216,371 | 7,139 | Added |
| 4 | Whitaker-Myers Wealth Managers, LTD. | $214,859 | 7,089 | Added |
| 5 | CX Institutional | $88,000 | 2,917 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30